Linked Referral Sources to Deals - Just like Contacts

Seriously?? It’s 2023 and this STILLLLLL hasn’t been addressed? Since 2017!

WOW, talk about not listening to your audience.:hear_no_evil_monkey:

Why promote referral programs on your blog (“how to build a customer referral program”) if you can’t track it?

I’d looking to reward clients who refer new prospects. How do I link new contact(s) to an existing client EACH time they refer a new prospect?

I want to be able to run a report that shows Client A has referred Client 1, Client 2, and Client 3. Client B has referred Client 4, Client, 5, Client 6, Client 7.

Any recommendations?